Key Features and Functions include:

• Automated Multi-Channel Record Retrieval
  Collects records from portals, email, fax, and physical mail, centralizing ingestion and reducing reliance on manual follow-up.
• End-to-End Processing and Data Structuring
  Scans, codes, and processes documents before inserting them into the appropriate client matter, ensuring consistent organization and usability.
• Direct Delivery to Case Management Systems
  Automatically uploads records, invoices, and associated data into client folders and updates case fields, reducing manual data entry.
• Real-Time Status Tracking and Transparency
  Provides visibility into request status and record availability, enabling users to monitor progress and access documents as they are received.
• Document Review and Completeness Monitoring
  Includes tools such as dashboards to identify missing or incomplete records earlier in the workflow, helping prevent delays.
• Automated Invoice Handling and Financial Integration
  Processes provider invoices, manages payments, and updates case financial data to support accounting and reconciliation workflows.
• Demand Readiness and Workflow Prioritization
  Uses reporting such as demand readiness indicators to identify cases ready for next steps and improve throughput.
• System Integration (“Unity”)
  Integrates with case management systems to synchronize data and eliminate duplicate entry.
• Scaled Service Delivery via Lexitas
  Operates as part of Lexitas’ national record retrieval services, combining automation with managed service delivery and provider network access.